Implementing Salesforce My Domain and related functionality. Presented at PhillyForce on 06/23/2015

1. CUSTOM LOGIN
DOMAINS
For Saleforce.com Orgs

2. What is a Custom Domain
 “My Domain” – Define a custom domain name
for your organization as
mydomain.my.salesforce.com
 Branded Login Page for Browser &
Salesforce1
 New with Summer ‘15 – Set the page
displayed after a user logs out of
Salesforce.com.

3. Why use it
 Friendly domain name
 Easier for users to remember
 Brand Salesforce.com login for your
organization with your logo and color scheme
 Color scheme applies to the Salesforce1
mobile app

4. Example

5. How to configure
 Start by deciding on your domain name
 Select a logo to use for the top of login page:
 A transparent logo no larger than 250x125 pixels
fits best.
 More than likely, you can pull a transparent logo
directly from your org website.
 Pick a color to use for the login page
background
 Determine what content to display in the right
window on the login page

6. The Steps

7. Step 1 – Register Domain
 Setup | Domain Management | My Domain
 Select a sub-domain and verify availability
 Note: Once set, it can never by changed
 Click [Register Domain] to start the process.
 Registration is generally complete in a few
hours

8. Step 2 - Customize
 Once the new domain is available, click the
[Edit] button to configure the login page
 New with Summer ’15! The login page can now
be customized after the new domain is registered,
but before it’s deployed to your users

9. Configuring the Login Page

10. Configuring the Login Page
 Select the logo that
appears above the
Username and
Password fields
 If you don’t have a
transparent image,
use a free tool such as Paint.net to
create/modify a logo to convert the
white background into a transparent
background.

11. Configuring the Login Page
 Pick a color for the
login page
background, or enter
a hex color code.
 The “Right Frame
URL” can be the most
challenging part.
 Leave it blank to display the standard Salesforce
content
 Or, enter a URL that starts with HTTPS and has
content that fits within the window size of 390x478
pixels

12. Ideas for the Right Frame URL
 Use an image stored on your org website
https://www.somewebsite.com/images/SFdcLoginPageFrame.pn
g
 Use an “Externally Available” image stored in the
Documents tab of Salesforce.com
https://na13.content.force.com/servlet/servlet.ImageServer?id=0
15X0000001IsYu&oid=00DK000000Z4ntV
 Use an image saved in a public Dropbox folder.
https://dl.dropboxusercontent.com/u/2579314/PlinyTheElder.jpg
 Build a custom Visualforce page in Salesforce
published through a Force.com Site that renders
properly sized content dynamically.
https://secure.force2b-site.force.com/LoginPageSlideShow

13. Deploy to Users
 Finally, after your login page has been configured,
simply click the [Deploy to Users] button to
activate the new URL for everyone.
 Once deployed, by default all users are redirected
to the new URL after logging in – even if they login
via at generic login.salesforce.com page.
 Email all your users to notify them of the new login
URL.
 Note: All bookmarks to the old URL will still work
unless you explicitly check the box that says
“Prevent login from https://login.salesforce.com”

14. Why Configure a Logout Page
 Summer ‘15 now supports redirecting standard
Users to a custom page after logging out of
Salesforce.com.
 Some possible use cases for enabling this:
 Display a legal notice upon logout
 Encourage adoption by displaying a nice
message/image such as “Thank you for keeping
your Salesforce.com up to date”.
 Redirect the user to another common Intranet
page such as SharePoint, Google Apps or
Outlook Web Access

15. Tips
 Test out your custom domain and login page in
your Sandbox first.
 Work with your marketing department or web
manager to obtain quality images for your
organization.
 Update the content in the right frame regularly
and/or use an application to dynamically
change the content

16. Demo Time

17. Using LastPass with My
Domain

18. Login Flows
 Perfect for SIMPLE automation after the User
logs into Salesforce
 Possible Use-Cases:
 Display legal disclaimer requiring
acknowledgement
 Onboarding
 Release Notes as new features are rolled out
 Polls
 Flows can update the User record to record
the result of prompts displayed

19. Login Flow Demo

20. Login Flow Demo